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Risk Management Solutions for Leaders of Nonprofits

Risk Management Solutions for Leaders of Nonprofits. Keeping Them Out Of Hot water 7 th Annual Dallas CPA Society Education Conference May 26, 2011. Charitable Immunity and Liability Act. Background Scope of Law Three Types of Liability Loopholes / Exclusions.

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Risk Management Solutions for Leaders of Nonprofits

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  1. Risk Management Solutions for Leaders of Nonprofits Keeping Them Out Of Hot water 7th Annual Dallas CPA Society Education Conference May 26, 2011

  2. Charitable Immunity and Liability Act Background Scope of Law Three Types of Liability Loopholes / Exclusions

  3. Executive Protection / Directors & Officers Who is covered? Is the Entity covered? How are defense costs covered? How is a “wrongful act” defined?

  4. Claims Examples Directors & Officers Employment Practices

  5. Fiduciary Liability Why would we need it?

  6. Cyber Liability What does it cover? Claims Examples

  7. Policies & Procedures Before you even consider insurance…

  8. Policies & Procedures Establishing a Defensible Position Reasonable and Prudent OSHA Guidelines Reputational Risk Attractive to Underwriters

  9. Risk Management Solutions for Leaders of Nonprofits Questions For further discussion, please contact: John Liske Ryan Bowles 972.770.1610 972.770.1482 John_Liske@mhbt.comRyan_Bowles@mhbt.com

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